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SWP Financial’s Trimble TRMB Stock Holding History

SWP Financial’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Buy
8,913
+4
+0% +$236 0.21% 49
2026
Q1 		$581K Hold
8,909
– – 0.3% 41
2025
Q4 		$698K Hold
8,909
– – 0.35% 41
2025
Q3 		$727K Hold
8,909
– – 0.37% 41
2025
Q2 		$677K Hold
8,909
– – 0.37% 42
2025
Q1 		$585K Hold
8,909
– – 0.36% 41
2024
Q4 		$630K Hold
8,909
– – 0.38% 39
2024
Q3 		$553K Hold
8,909
– – 0.34% 29
2024
Q2 		$498K Hold
8,909
– – 0.33% 27
2024
Q1 		$573K Buy
+8,909
New +$508K 0.4% 25

Other funds holding TRMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SWP Financial's TRMB Position: Q2 2026 in Review

SWP Financial increased its Trimble (TRMB) stake by 0.04% in Q2 2026, buying an estimated $236 and bringing the position to 8,913 shares worth $456K. The position accounts for 0.21% of the portfolio, ranked #49.

SWP Financial first reported a position in TRMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $727K in Q3 2025. 259 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

  • SWP Financial held 8,913 shares of Trimble worth $456K as of Q2 2026.
  • SWP Financial bought 4 Trimble shares in Q2 2026, an estimated $236.
  • Trimble made up 0.21% of SWP Financial's portfolio in Q2 2026, its #49 holding.
  • SWP Financial first reported a position in Trimble in Q1 2024 and has held it in 10 quarters since.
  • SWP Financial's Trimble position peaked at $727K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.